ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 115 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.77 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $270,000 | -55.7% | 8,355 | -52.8% | 0.03% | -54.8% |
| Q4 2016 | $610,000 | +7.0% | 17,695 | 0.0% | 0.07% | +2.8% |
| Q3 2016 | $570,000 | -3.2% | 17,695 | 0.0% | 0.07% | -2.7% |
| Q2 2016 | $589,000 | +8.3% | 17,695 | 0.0% | 0.07% | +2.8% |
| Q1 2016 | $544,000 | +6.9% | 17,695 | 0.0% | 0.07% | -16.5% |
| Q4 2015 | $509,000 | +6.5% | 17,695 | 0.0% | 0.08% | +2.4% |
| Q3 2015 | $478,000 | -17.2% | 17,695 | -10.2% | 0.08% | -10.8% |
| Q2 2015 | $577,000 | -31.7% | 19,695 | -29.6% | 0.09% | -29.0% |
| Q1 2015 | $845,000 | +39.4% | 27,975 | +35.2% | 0.13% | +39.4% |
| Q4 2014 | $606,000 | -2.3% | 20,695 | 0.0% | 0.09% | -6.0% |
| Q3 2014 | $620,000 | -1.3% | 20,695 | 0.0% | 0.10% | +2.0% |
| Q2 2014 | $628,000 | +1.1% | 20,695 | 0.0% | 0.10% | -3.0% |
| Q1 2014 | $621,000 | – | 20,695 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 3,523,192 | $117,040,000 | 6.12% |
| Karp Capital Management Corp | 317,047 | $10,532,000 | 1.56% |
| First Citizens Financial Corp | 31,319 | $1,040,000 | 0.79% |
| Planned Solutions, Inc. | 33,909 | $1,126,000 | 0.78% |
| Orion Portfolio Solutions, LLC | 419,968 | $13,951,000 | 0.55% |
| Sierra Capital LLC | 83,791 | $2,784,000 | 0.52% |
| Signature Wealth Management Partners, LLC | 8,495 | $282,000 | 0.26% |
| Family Firm, Inc. | 27,583 | $916,000 | 0.25% |
| Lumature Wealth Partners, LLC | 18,025 | $599,000 | 0.25% |
| WINTRUST INVESTMENTS LLC | 67,759 | $2,251,000 | 0.23% |